Displaying items by tag: AJ Bell
Thursday, 02 May 2019 11:24
FCA launches intergenerational finance discussion paper
The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.
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Wednesday, 24 April 2019 12:26
Lisa Webster: How will divorce changes affect SIPPs?
It has recently been announced that divorce laws will be changing.
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Comment and Blogs
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Monday, 15 April 2019 11:18
Fears over Halloween Brexit ‘nightmare’ for pensions
Fears of a Halloween Brexit horror story for pensions have been raised by AJ Bell.
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Friday, 12 April 2019 11:52
12,000 savers lose lifetime allowance protection
Thousands of pension savers have breached lifetime allowance ‘protections’ in the past 12 years, potentially landing themselves with tax bills running into hundreds of thousands of pounds.
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Tuesday, 02 April 2019 10:30
Lisa Webster: Softening the annual allowance blow
It seems a long time since we had an annual allowance (AA) of £255,000. These days most pension savers are restricted to £40,000, but the money purchase annual allowance (MPAA) and the horribly complex tapered annual allowance (TAA) impose significant further restrictions for many. HMRC’s pension contribution statistics for 2016-17 tax year give us the first indication of the impact of the tapered annual allowance, and it’s not pretty.
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Thursday, 21 March 2019 09:46
AJ Bell launches two new income funds
AJ Bell has launched two new income funds, each targeting an annual yield of 4% but with two different risk profiles and growth objectives.
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Wednesday, 20 February 2019 11:40
Lisa Webster: Beware the side effects auto-enrolment
Automatic enrolment (AE) has, by and large, been a success story. Opt outs have been fewer than predicted and the 10 millionth employee has been auto-enrolled, according to figures recently released by The Pensions Regulator (TPR). It’s also been good to see TPR getting their teeth into a few unscrupulous employers that have flouted the rules to show they mean business.
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Tuesday, 19 February 2019 12:08
Ruling could land HMRC with lifetime allowance claims
A recently-published court ruling could open HMRC up to new claims from investors who accidentally lose lifetime allowance ‘protection’ by forgetting to stop paying contributions to their schemes.
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Monday, 11 February 2019 10:55
Lisa Webster: When not to use your allowances
It’s the time of year when all good advisers will be talking to their clients about making the most of any unused allowances, and this will often include using the annual allowance (AA) for pension contributions. But are there times when the advice should actually be NOT to use it?
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Wednesday, 09 January 2019 12:19
Experts hail pensions cold calling ban which starts today
Experts have hailed the onset of a ban on pensions cold calling which came into force today.
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